Insurance Agency
Licensing Made Easy
We take the headaches out of managing your insurance agency licenses and carrier appointments.
Trusted by industry leaders
Licensing & Appointment Management Software For Agencies & Brokers
Built for Growing Agencies and Brokers
Join countless businesses who have successfully expanded their operations with our insurance agency licensing software and services.
Multi-state call centers
Organizations selling insurance programs
Digital agencies and aggregators
Single or multi-state quote providers
Local agencies going regional or national
Wholesale brokers (BGAs)
Embedded insurance platforms managing compliance
Franchised agency networks
benefits of our Insurance Agency Licensing Software
Why Agenzee?
Why invest in the best insurance agency license tracking software? Here are a few reasons:
Save time
Keep team
certified
Analyze your
team compliance standing and take action before it is too late
Audit trail
Prevent compliance
violations and penalties
Enhance onboarding experience
Empower Your Business with a Reliable Insurance Agency Licensing Compliance Solution
Automate Licensing And More
The right insurance Agency license tracking software allows insurance organizations to boost productivity without adding staff or overwhelming your team.
License Applications
Agenzee simplifies new and renewal of licenses for individual and businesses nationwide.
NIPR Integration
Maintain data accuracy with Agenzee's automated daily NIPR synchronization.
Appointment Management
Track appointments to carrier for processing directly from the platform.
Regulatory Insights
At a glance, you'll know when a regulatory action has been reported against a producer or business license.
SIMPLIFY AGENCY LICENSING AND APPOINTMENT MANAGEMENT
Take Control of Your Producer
Licensing and Appointments
LICENSING
Onboard New Hires Faster
- New License Applications (Resident and Non-resident)
- License Tracking
- Document Storage
- Background Questions & Work History
- Automated Form Filling
- E-signature Form Capture
Enhance Producer Experience
- New License Applications (Resident and Non-resident)
- License Tracking
- Document Storage
- License Renewals
- Expiration Alerts
- Mobile and Wearable Applications
APPOINTMENTS
AGENCIES
- Appointment Tracking
- Appointment Workflow
INTEGRATIONS
- NIPR
- Dropbox
- Azure Cloud Storage
- Rest APIs
- Custom Integration
- AI Enabled
ADDITIONAL COMPLIANCE TRACKING
- NIPR Non-Appointing States
- Regulatory Actions
- Continuing Education (CE)
- AB FFM
- FINRA
- Errors & Omissions Insurance (E&O)
ENHANCED VISIBILITY & CONTROL
- Downlining - Hierachical overview of your distribution network
- Permission-based new license applications for producers
ENTERPRISE SOLUTIONS FOR MODERN AGENCIES
Elevate your workflow for
continuous sales growth.
Enhance your process for continuous growth and momentum.
Optimize
Tap into the convenience of centralized dashboards and customized widgets so you can take immediate action.
Streamline
Take advantage of our automated license renewal reminders: never miss a renewal deadline again.
Protect
With a cloud-based infrastructure powered by Microsoft Azure, enjoy high performance and dependable uptime for your compliance processes.
Manage
Track and manage producer’s Continuing Education (CE) hours: both you and your producers can track completion progress through an intuitive dashboard.
Analyze
Generate reports using sticky filters on licensing and appointment dashboards: make the most out of our Customizable Reports.
Integrate
Seamlessly integrate with your existing systems: Optimize with our Integration Capabilities.
Implement
Whether used as a standalone or within a CRM enjoy a simple onboarding process without complicated implementations or integrations.
LET'S TALK!
Schedule Your
Personalized Demo Today!
Our insurtech experts are ready to give you a tailored demo on how Agenzee can transform your licensing and appointments management processes.